Artwork
iconShare
 
Manage episode 512548188 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

“Are you a real CFO?”

That’s the question clients are now asking, because not all “fractional CFOs” are created equal.

In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:

• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic

This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.

🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.

🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert

Send us a text

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

Chapters

1. Meet Brett Frevert & CFO Systems (00:00:00)

2. The Origin of Fractional CFO Work (00:00:55)

3. Defining a “Real” CFO (00:02:50)

4. Credentials vs. Experience Debate (00:06:40)

5. Case Studies: Turnaround Wins (00:10:45)

6. From Farm Dreams to Finance (00:14:25)

7. Core Values That Scale (00:16:27)

8. Landing High-Paying Clients (00:18:29)

9. Relationship-First Business Development (00:20:07)

10. Smarter Branding and Newsletters (00:22:10)

11. Best Advice & Where to Connect (00:25:05)

12. Host Wrap & Calls to Action (00:29:05)

60 episodes